See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,814 | $95,193-46.6% | $76,523-33.6% | $135,375-62.5% |
| Participation rate | 61.5% | 74.4%-12.9pp | 68.0%-6.5pp | 82.6%-21.1pp |
| Annual return | -4.94% | 4.85%-9.8pp | -0.27%-4.7pp | 519.73%-524.7pp |
| Employer contribution / active EE | $393 | $3,302-88.1% | $2,647-85.1% | $4,779-91.8% |
| Participant deferral / active EE | $1,928 | $4,639-58.5% | $3,835-49.7% | $5,609-65.6% |
| Admin fee / account holder | $2,147 | $6,249-65.6% | $4,848-55.7% | $10,827-80.2% |